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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,186 | $155,555-18.2% | $146,866-13.4% | $155,188-18.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.84% | 115.41%-99.6pp | 102.85%-87.0pp | 148.84%-133.0pp |
| Employer contribution / active EE | $4,300 | $4,647-7.5% | $4,425-2.8% | $4,248+1.2% |
| Participant deferral / active EE | $15,091 | $8,044+87.6% | $7,759+94.5% | $6,531+131.1% |
| Admin fee / account holder | $951 | $14,755-93.6% | $13,620-93.0% | $14,480-93.4% |